Sending Statements with Print & Delivery

Answered

Rafi Gaon

• August 05, 2019 08:34

Hi

Is it possible to automatically send Statements with Print & Delivery which include only the documents posted in the previous month dynamically, without needing to change the posting date fields manually?

Thanks

 

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• Official comment

  

  Yaremi Miranda Lopez

  • February 17, 2020 17:17

  Hello Rafi, Yes, as Don mentioned you can create this, you can define a schedule to be executed every month.

  
• 

  Don Maes

  • September 09, 2019 15:40

  Yes it is possible.   All   documents have the tax date and the date the document was created.  You want B1 Print & Delivery to use the date the document was created.

   

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